Global Retirement Partners, LLC
PensionPosition in CVS — CVS HEALTH Corp
CIK 1749744
San Rafael, CA
Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,825,116
+$991,186 QoQ
Shares Held
27,309
+18.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#671
of 2,054 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Global Retirement Partners, LLC holds $17,579,777 across 11 Healthcare Plans names. CVS ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
23,702 | $9,851,262 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
27,309 | $2,825,116 | |
| 3 | ELV |
Elevance Health, Inc.
|
6,211 | $2,401,980 | |
| 4 | CI |
Cigna Group
|
4,961 | $1,367,648 | |
| 5 | CNC |
Centene Corp
|
10,755 | $690,363 | |
| 6 | HUM |
Humana Inc
|
593 | $235,551 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
19,575 | $102,573 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,602 | $45,689 |
All Filings in CVS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,825,116 | 27,309 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,833,930 | 23,109 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,131,377 | 15,007 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,208,322 | 17,517 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $685,874 | 15,279 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,119,892 | 17,810 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,189,413 | 37,071 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,597,543 | 32,567 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,514,560 | 31,846 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,168,469 | 31,058 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,319,449 | 33,552 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,509,151 | 33,766 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,704,280 | 29,019 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,415,340 | 25,326 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,261,459 | 24,406 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,422,461 | 23,935 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $1,845,429 | 17,889 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,515,345 | 17,857 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,616,983 | 19,379 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,471,047 | 19,554 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,105,708 | 16,189 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $962,665 | 16,484 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,116,899 | 17,191 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $855,835 | 14,425 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||